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SHP Wealth Management’s Samsara IOT Stock Holding History

SHP Wealth Management’s Portfolio IOT Stock Details IOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$965 Sell
30
-15
-33% -$465 ﹤0.01% 1600
2026
Q1 		$1.42K Buy
45
+34
+309% +$1.04K ﹤0.01% 1375
2025
Q4 		$382 Buy
+11
New +$426 ﹤0.01% 1393

Other funds holding IOT

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SHP Wealth Management's IOT Position: Q2 2026 in Review

SHP Wealth Management reduced its Samsara (IOT) stake by 33% in Q2 2026, selling an estimated $465 and leaving 30 shares worth $965. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

SHP Wealth Management first reported a position in IOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.42K in Q1 2026. 552 funds tracked by Wall St. Rank hold IOT as of Q2 2026.

  • SHP Wealth Management held 30 shares of Samsara worth $965 as of Q2 2026.
  • SHP Wealth Management sold 15 Samsara shares in Q2 2026, an estimated $465.
  • Samsara made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1600 holding.
  • SHP Wealth Management first reported a position in Samsara in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Samsara position peaked at $1.42K in Q1 2026.
  • 552 funds tracked by Wall St. Rank held Samsara as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.